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Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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1
Secondary Market Advisory Newsletter - July 2018
As many of you may already be experiencing, the ability to transact secondary deals in the U.S. has become much more complicated since the U.S. tax code overhaul.
United States
13 Jul 2018
2
Wealth Management Update July 2018
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16)
United States
11 Jul 2018
3
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
4
Duff & Phelps Launches The Cost Of Capital Navigator
Estimating cost of capital requires matching risk of the subject business with the appropriate return.
United States
12 Jun 2018
5
Investment Companies Affected By The Economic Growth, Regulatory Relief, And Consumer Protection Act
President Trump signed the Economic Growth, Regulatory Relief, and Consumer Protection Act (the "Growth Act") into law on May 24, 2018.
United States
31 May 2018
6
Trending Video: SEC Priorities For Asset Management Industry (Video)
Donald Trump has been in the White House for more than a year.
United States
25 May 2018
7
SEC Priorities For Asset Management Industry (Video)
David Tittsworth, Ropes & Gray investment management counsel, examines what's changed for the asset management industry under the Trump administration and what to expect during 2018.
United States
24 May 2018
8
Organizations Should Think Ahead When Lining Up Their Next Leader
Mike Angelini was quoted by the Worcester Business Journal in, "Organizations Should Think Ahead When Lining Up Their Next Leader."
United States
22 May 2018
9
The OECD Issues An Updated CRS Implementation Handbook
The Organization for Economic Co-operation and Development (the "OECD") has published version 2.0 of its Common Reporting Standard (the "CRS") Implementation Handbook (the "Handbook").
United States
18 Apr 2018
10
Under Advisement: SEC Scrutinizes Wealth Management Industry
Recent events have made it clear that there is an increased regulatory focus on the conduct of investment professionals in the wealth-management industry.
United States
22 Mar 2018
11
Using An Advisory Board As A Planning Tool
Only a third of family businesses survive from the founding generation to the next.
United States
21 Mar 2018
12
IRS To End Offshore Voluntary Disclosure Program In September
The IRS has announced that it will begin winding down its Offshore Voluntary Disclosure Program (OVDP) on September 28, 2018.
United States
19 Mar 2018
13
The End Is Near: Correcting Offshore Tax Problems Before And After IRS Closes Offshore Voluntary Disclosure Program On September 28, 2018
It's not too late to correct your U.S. tax filing compliance errors related to offshore holdings, but time is quickly running out.
United States
16 Mar 2018
14
Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
15
Podcast - Credit Funds: A Framework For Addressing And Mitigating Conflicts Of Interest
Hello and thank you for joining us for this Ropes & Gray podcast.
United States
1 Mar 2018
16
How To Maximize The Increased Transfer Tax Exemptions
On December 22, 2017, President Trump signed into law the most sweeping changes to federal tax law in decades, including nearly doubling the basic exclusion amount (hereinafter referred to as the "exemption amount") for gift, estate, and generation skipping transfer (GST) tax for the next 8 years.
United States
23 Feb 2018
17
Be The Next Paul Newman - Give 100% Of Your Business To Your Private Foundation, Newman's Own Style
The "Bipartisan Budget Act of 2018" added the "Newman's Own" exception to the private foundation excess business holdings rule, allowing business owners to make a charitable contribution of 100% ...
United States
21 Feb 2018
18
The New Estate Tax Law – Here Today, Gone Tomorrow
On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms. Pertinent to estate, gift ...
United States
21 Feb 2018
19
Dramatic Change To Federal Estate, Gift And Generation-Skipping Tax Exemptions
The Tax Cuts and Jobs Act (the "Act"), which took effect on January 1, 2018, is the most comprehensive update to the Internal Revenue Code in decades.
United States
14 Feb 2018
20
Should I Have My Business Valued?
What's so important about having a valuation of my company?
United States
13 Feb 2018
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